FFO
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Fortitude Family Office’s Carrier Global CARR Stock Holding History

Fortitude Family Office’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Buy
2,457
+1,125
+84% +$73.5K 0.03% 137
2026
Q1 		$75K Buy
1,332
+107
+9% +$6.33K 0.02% 183
2025
Q4 		$64.7K Sell
1,225
-115
-9% -$6.39K 0.02% 221
2025
Q3 		$80K Buy
1,340
+1
+0.1% +$68 0.02% 193
2025
Q2 		$98K Sell
1,339
-47
-3% -$3.19K 0.03% 171
2025
Q1 		$87.9K Sell
1,386
-120
-8% -$7.97K 0.03% 165
2024
Q4 		$103K Buy
1,506
+1,034
+219% +$78K 0.04% 174
2024
Q3 		$38K Buy
472
+120
+34% +$8.36K 0.02% 286
2024
Q2 		$22.2K Hold
352
– – 0.01% 287
2024
Q1 		$20.5K Hold
352
– – 0.01% 273
2023
Q4 		$20.2K Buy
+352
New +$18.6K 0.02% 302

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fortitude Family Office's CARR Position: Q2 2026 in Review

Fortitude Family Office increased its Carrier Global (CARR) stake by 84% in Q2 2026, buying an estimated $73.5K and bringing the position to 2,457 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #137.

Fortitude Family Office first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Fortitude Family Office held 2,457 shares of Carrier Global worth $180K as of Q2 2026.
  • Fortitude Family Office bought 1,125 Carrier Global shares in Q2 2026, an estimated $73.5K.
  • Carrier Global made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #137 holding.
  • Fortitude Family Office first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.